May 4, 2025 A New Era of Global Economic Confrontation The world economy is increasingly shaped by state-driven power plays, and investors must adapt to an environment defined not just by market fundamentals but by aggressive policy shifts, geopolitical anxiety, and systemic realignment. The return of the Trump administration has
May 1, 2025 Key Question: Are the Q3 FY2025 AI-driven results fundamentally strong enough to justify a +9% stock surge (~$300B market cap gain)? 1. Why the Market is Reacting So Positively The +9% pre-market jump (adding ~$300B in market cap) reflects three major AI-driven catalysts: A. Azure AI Growth Acceleration (33% YoY vs. 29% Last Quarter)
April 25, 2025 (Estimates in USD, based on latest disclosures, TIC data, and annual reports) Institution Country Total US Assets US Equities US Bonds/Fixed Income Other US Assets (Real Estate, Alternatives) Notes Norges Bank Investment Mgmt (NBIM) Norway ~450–450–500B ~350–350–400B ~50–50–100B Minimal World’s largest SWF; heavy focus on US tech
April 24, 2025 I evaluated candidates using the following metrics: strong corporate fundamentals, a wide economic moat, dividend consistency, economic resilience, a long-term outlook, sector diversity, and a global perspective. All companies must trade in the US (including on the OTC market) as well as on their domestic exchanges, ensuring
April 24, 2025 A multi-million-dollar TV campaign in Mexico by US Homeland Security is (a) being stopped by the Mexican government, and (b) going viral worldwide, causing many countries to file US travel warnings. The ‘We will hunt you down’ theme, and the evidence that some innocent travelers have been
April 25, 2025 When I compared Healthcare REIT Welltower (WELL) to some of the European REITs I am investigating, I discovered that there are no direct healthcare REIT equivalents at scale in Europe that are similar. Welltower’s Key Characteristics Comparison to European REITs Vonovia (Germany): Segro (UK/Pan-European): Gecina (France): Comparison
April 22, 2025 Investing isn’t just about buying low and selling high. It’s about understanding what you’re investing in—the real business behind the stock ticker. Too often, investors get caught up in short-term price movements, forgetting that a company is much more than its share price. A Company Is Not
April 20, 2025 IntroductionAs we navigate these volatile markets, understanding sector rotations and macroeconomic trends is critical. One of the most effective tools for doing so is tracking industry-specific ETFs, which provide real-time insights into shifting investor sentiment and economic cycles. Recap of Recent Market Turmoil The “Party’s Over” Signal: Gold
April 17, 2025 These are the Top 5 picks from the Capital Events Management Investor Breakout Exchange (Discussion Group of over 60 financial advisors and money managers) last weekend in Scottsdale, Arizona. I did not attend the CEM Conference, as I recently resigned due to retirement; however, I endorse CEM
April 16, 2025 Earnings Season is here—that quarterly ritual in the market where companies unveil their financial health. But savvy investors know these reports aren’t just spreadsheets of facts. As media theorist Marshall McLuhan famously said, “The medium is the message.” Today, earnings reports are the medium through which Wall
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